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Thursday, October 15, 2026

Forty years after Pepsi bought KFC, Coca-Cola is returning to a former major fountain account. Boujie follows that history through Baja Blast, Pepsi's recovery problems and KFC's new drinks ambitions—then asks what the right to serve the customer is worth.

The Dow rebounds after South Korea's KOSPI loses 7.57%, while another inflation shock makes retail-sales growth look less reassuring. FMC confronts a pricing reset and possible asset write-down; TSMC's record profits meet a demanding market; CoreWeave turns an early selloff into a gain. The opening returns to I Love Lucy's 1951 debut, and Friday brings trade prices and industrial production.

Selected sources:

BLS, September producer prices, initial October 15 release: https://www.bls.gov/news.release/archives/ppi_10152026.htm

Reuters, October 15 U.S. closing session: https://www.reuters.com/business/nasdaq-futures-dive-1-ai-rout-deepens-debt-concerns-2026-10-15/

Reuters, KOSPI's October 15 close: https://www.reuters.com/world/asia-pacific/south-koreas-kospi-triggers-circuit-breaker-tech-led-selloff-2026-10-15/

KFC-issued announcement, rollout and beverage strategy: https://www.prnewswire.com/news-releases/two-secret-recipes-one-iconic-partnership-kfc-us-announces-new-beverage-partnership-with-the-coca-cola-company-302910560.html

CNBC's published summary, historical Coke/KFC account: https://www.linkedin.com/posts/cnbc_kfc-to-switch-to-coca-cola-beverages-in-us-activity-7516597554176835585-CH_4

Taco Bell, Baja Blast's 2004 origin and partnership: https://www.tacobell.com/newsroom/taco-bell-and-mtn-dew-commemorate-20th-bajaversary

PepsiCo, year-round retail Baja Blast in 2024: https://www.pepsico.com/en/newsroom/press-releases/2024/calling-all-baja-fans-mtn-dew-baja-blast-turns-20-and-is-now-officially-here-all-year

Reuters, PepsiCo's October 8 recovery warning: https://www.reuters.com/business/retail-consumer/pepsico-cuts-annual-core-profit-forecast-higher-costs-hurt-margins-2026-10-08/

Questions: mail@bluecollarandboujie.com

Nothing in this episode is financial advice.

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